MetaCap

Custom Truck One Source (CTOS) vs EquipmentShare.com (EQPT)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.

Summary

EquipmentShare.com is the larger company by market cap ($4.48 billion vs $2.15 billion), about 2.1 times the size. On valuation, EquipmentShare.com trades at a lower forward P/E (19.4x vs 30.5x for Custom Truck One Source).

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

CTOS+49.21%EQPT-45.70%
+96%+19%-58%
Jan 23, 20261 yearOct 7, 2026
CTOS+48.90%EQPT-45.70%
+95%+20%-56%
Jan 19, 20265 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

CTOS versus EQPT key metrics
MetricCTOSEQPT
Share price$9.44$17.68
Market cap$2.15B$4.48B
1-day change-5.22%-6.46%
YTD return+64.24%—
1-year return+52.58%—
5-year return+12.65%—
P/E ratio (TTM)104.89160.73
Forward P/E30.4519.44
EPS (TTM)$0.09$0.11
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)—$4.38B
Revenue growth (YoY)—+16.34%
Net income (latest FY)—$40.00M
Gross margin—28.29%
Operating margin—6.78%
Net margin—0.91%
52-week high$12.23$35.50
52-week low$5.18$15.71
Distance from 52-week high-22.81%-50.20%
Analyst consensusnonebuy
Avg. price target upside+41.21%+82.69%
Average volume971.30K3.21M
Shares outstanding227.51M215.81M
Employees2,5009,203
SectorConsumer DiscretionaryConsumer Discretionary
IndustryDiversified Commercial ServicesDiversified Commercial Services

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • EquipmentShare.com is about 2.1 times larger than Custom Truck One Source by market value ($4.48B vs $2.15B).
  • EquipmentShare.com trades at a higher earnings multiple (160.7x vs 104.9x trailing P/E).

About Custom Truck One Source

CTOS stock →

Custom Truck One Source, Inc. provides specialty equipment rental and sale services to electric utility transmission and distribution, telecommunications, rail, forestry, waste management, and other infrastructure-related industries in the United States and Canada.

Consumer Discretionary · Diversified Commercial Services · 2,500 employees

About EquipmentShare.com

EQPT stock →

EquipmentShare.com Inc. provides integrated, full-service construction solutions across equipment rental, sales, and technology.

Consumer Discretionary · Diversified Commercial Services · 9,203 employees

CTOS vs EQPT FAQ

Which is bigger, Custom Truck One Source or EquipmentShare.com?

EquipmentShare.com (EQPT) is larger, with a market capitalization of $4.48B compared with $2.15B for Custom Truck One Source (CTOS).

Which has the lower P/E ratio, CTOS or EQPT?

CTOS has the lower trailing P/E at 104.9, versus 160.7 for EQPT. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Are Custom Truck One Source and EquipmentShare.com in the same industry?

Yes. Both are classified in the Diversified Commercial Services industry within the Consumer Discretionary sector.

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